13F HOLDINGS REPORT
Ashe Capital Management, LP
Quarter ended Q4 2025 · Filed February 17, 2026 · Accession 0001172661-26-000875
Total Value
$1.03B
Positions
6
Other Managers
0
Confidential Omitted
No
Holdings (6)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | SHOPIFY INC | SHOP | 1,750,240 | $281.7M | 27.30% |
| 2 | APPFOLIO INC | APPF | 1,077,915 | $250.8M | 24.30% |
| 3 | LIBERTY MEDIA CORP DEL | FWONB | 1,891,024 | $186.3M | 18.05% |
| 4 | LIBERTY MEDIA CORP DEL | FWONB | 1,184,179 | $105.8M | 10.26% |
| 5 | VEEVA SYS INC | VEEV | 467,917 | $104.5M | 10.12% |
| 6 | DATADOG INC | DDOG | 756,493 | $102.9M | 9.97% |